Turtle Creek Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
Other funds holding NEE
Turtle Creek Wealth Advisors's NEE Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its NextEra Energy (NEE) stake by 24% in Q2 2026, buying an estimated $470K and bringing the position to 26,858 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #103.
Turtle Creek Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.18M in Q4 2023. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Turtle Creek Wealth Advisors held 26,858 shares of NextEra Energy worth $2.36M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 5,191 NextEra Energy shares in Q2 2026, an estimated $470K.
- NextEra Energy made up 0.12% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #103 holding.
- Turtle Creek Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
- Turtle Creek Wealth Advisors's NextEra Energy position peaked at $3.18M in Q4 2023.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.